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Southern Company
SO

Overview Fund Activity

1,267 hedge funds and large institutions have $30.9B invested in Southern Company in 2019 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 498 increasing their positions, 437 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,267
Holders Change
+55
Holders Change %
+4.54%
% of All Funds
27.47%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.41%
New
140
Increased
498
Reduced
437
Closed
72
Calls
$318M
Puts
$132M
Net Calls
+$186M
Net Calls Change
+$81.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$195M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$129M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$94.7M
5
State Street
State Street
Massachusetts
+$92.5M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$194M
2
Morgan Stanley
Morgan Stanley
New York
-$131M
3
EIP
Epoch Investment Partners
New York
-$108M
4
CBOA
Commonwealth Bank of Australia
Australia
-$103M
5
ZP
Zimmer Partners
New York
-$84.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANRIA
601
American National Registered Investment Advisor
Texas
$879K -$6.46K -125 -0.7%
NSEDCP
602
NJ State Employees Deferred Compensation Plan
New Jersey
$879K – – –
EWA
603
EP Wealth Advisors
California
$878K +$108K +2,096 +14%
CPA
604
Court Place Advisors
Maryland
$877K +$103 +2 +0%
SFA
605
Stewardship Financial Advisors
Georgia
$874K -$2.07K -40 -0.2%
TCM
606
Twin Capital Management
Pennsylvania
$871K +$49.6K +960 +6%
GBT
607
Grove Bank & Trust
Florida
$870K +$86K +1,664 +11%
PIA
608
Piedmont Investment Advisors
North Carolina
$863K +$72.5K +1,404 +9%
SM
609
Sciencast Management
New Jersey
$862K +$296K +5,723 +52%
ACS
610
Archford Capital Strategies
Illinois
$860K -$4.34K -84 -0.5%
CFG
611
Citizens Financial Group
Rhode Island
$858K -$25K -483 -3%
BFA
612
Benedict Financial Advisors
Georgia
$855K -$30.1K -583 -3%
TC
613
Trilogy Capital
California
$852K +$493K +9,537 +137%
SHCM
614
Stokes & Hubbell Capital Management
Louisiana
$848K +$23K +444 +3%
Parallax Volatility Advisers
615
Parallax Volatility Advisers
California
$842K +$198K +3,832 +31%
SMC
616
Smith, Moore & Co
Missouri
$839K +$86.5K +1,673 +11%
TSS
617
Two Sigma Securities
New York
$837K +$495K +9,575 +144%
ATC
618
Adirondack Trust Company
New York
$827K +$1.92K +36 +0.2%
LNWWM
619
Laird Norton Wetherby Wealth Management
California
$825K +$59.1K +1,144 +8%
VFA
620
Valeo Financial Advisors
Indiana
$823K +$45.4K +878 +6%
SFP
621
Shepherd Financial Partners
Massachusetts
$815K -$9.1K -176 -1%
HH
622
Hilltop Holdings
Texas
$809K -$15.2K -293 -2%
TCOV
623
Trust Company of Vermont
Vermont
$809K +$39.5K +765 +5%
IRF
624
IBM Retirement Fund
New York
$807K – – –
BAM
625
Belpointe Asset Management
Nevada
$803K +$122K +2,358 +18%
23 24
25
26 27